Robert S. Kapito
President and Director,
BlackRock
Closing Fireside Chat with BlackRock's Robert Kapito
Speakers
Speakers are still being confirmed at this time
Bola Ajayi
Vice President, Advanced Analytics and Data Science
Fidelity Investments
CxO: Leaders Working Together to Transform
Ronice Barlow
SVP, Co-Head US Retail Sales
Franklin Templeton
Managing Client Relationships in a Virtual Environment
Robin Benoit
Senior Vice President, Global Human Resources
State Street
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift and President's Address
Cheryl Boyd
Senior Manager, Wealth and Asset Management
EY
CxO: Leaders Working Together to Transform
Scott Brady
Head of Product Development and Strategy
Columbia Threadneedle
Hans Brown
Global Head of Enterprise Innovation and CIO for Corporate Technology
BNY Mellon
CxO: Leaders Working Together to Transform
Jim Bumpus
National Sales Manager
Columbia Threadneedle
Managing Client Relationships in a Virtual Environment
John P. Clare
Senior Vice President, Corporate & Marketing Communications
Mutual of America Financial Group
Sponsored Thought-Leadership Session: DFIN
Gayle Coluccio
Director
Aliter Investment Services
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift
Marc Dextraze
Managing Director, Investment Products
Morgan Stanley
The Future of Product
Jeff Duckworth
Head of Intermediary Distribution
John Hancock
Managing Client Relationships in a Virtual Environment
Paul Fahey
Head of Investment Data Science
Northern Trust
Sponsored Thought-Leadership Session: Northern Trust
Terri Fiedler
President and Chief Executive Officer
AIG Financial Distributors
Executive Fireside: Asset Management in a New Age
Jim Fitzpatrick
President
Nicsa
Sonja Formato
Senior Director
Foreside
Secrets for Success at Smaller Firms
Suni Harford
President of Asset Management
UBS
Face the Membership with Tyler Mathisen
Jean A. Heath
Managing Director
Envestnet, Head of Asset Manager Network
The Future of Product
Ted Hershey
Senior Vice President, Solution Services
DFIN
Sponsored Thought-Leadership Session: DFIN
Mark Huamani
Managing Director, Investment Information Services
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.
Jim Jessee
Waddell & Reed - Corporate Board Member
Executive Fireside: Asset Management in a New Age
Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team
JPMorgan Asset Management
Talking Politics: A Primer
Gloria Kim
Managing Director, Global Head of Index Research
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.
Mark Leary
Executive Vice President, Chief Human Resources Officer
MFS Investment Management
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift and President's Address
Jarrad Linzie
Managing Director, Head of Index Research Product Development
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.
Ida Liu
Chief Executive Officer
Citi Private Bank North America
Face the Membership with Tyler Mathisen
Patty Loepker
Managing Director, Managed Solutions and Investment Implementation
Wells Fargo
The Future of Product
Shawn Lytle
Global Head of Macquarie Investment Management, Head of Americas, President of the Delaware Funds
Macquarie Group
Executive Fireside: Asset Management in a New Age
Kevin Mahn
President and Chief Investment Officer
Hennion & Walsh
Secrets for Success at Smaller Firms
Marc Mallett
SVP, Director of Strategy, Americas Asset Servicing
Northern Trust
CxO: Leaders Working Together to Transform
Tyler Mathisen
Anchor
CNBC
Face the Membership
Greg McCall
President & CFO, Co-Founder
Equity Data Science (EDS)
Sponsored Thought-Leadership Session: Northern Trust
Mike McLaughlin
Director of Business Development Group - Field Productivity
Wells Fargo
Managing Client Relationships in a Virtual Environment
Jay Nusblatt
Managing Director, Sales and Business Development
DFIN
Sponsored Thought-Leadership Session: DFIN
Connor O'Brien
CEO and President
O'Shares
Secrets for Success at Smaller Firms
Justine Phoenix
VP, Distribution & Broker Dealer Engagement
Nicsa
Closing Fireside Chat with BlackRock's Robert Kapito
Alison Sanger
Chief Operating Officer
Ironwood Capital Management
Secrets for Success at Smaller Firms
Doug Sieg
Managing Partner, Lord, Abbett & Co. LLC
President and Chief Executive Officer, Lord Abbett Family of Funds
Face the Membership with Tyler Mathisen
Julie Smith
Head of Operations and Fund Administration
Touchstone Investments
Sponsored Thought-Leadership Session: DFIN
William F. "Ted" Truscott
Chief Executive Officer
Columbia Threadneedle Investments
Executive Fireside: Asset Management in a New Age
Rama Variankaval
Managing Director, Head of the Center for Carbon Transition
JPMorgan Chase & Co.
Sponsored Thought-Leadership Session: JPMorgan Chase & Co.
Greg Weiss
Managing Director, Head of Managed Accounts
BlackRock
The Future of Product
Blair Williams
Managing Director Risk and Technology Services
SS&C Technologies
Vaccines, Mental Health and Office Space: The Post-Pandemic Shift
